Welcome to the Spring Edition of Invested Interests. This season, our focus turns to the key financial priorities that matter most to our clients: building resilience, safeguarding wealth and preparing for what’s ahead. We begin with an exploration of the 2025 Spending Review, helping you understand how policy changes may impact your finances and tax planning in the months ahead.
Next, we explore five strategic steps to construct a rock-solid financial plan in 2025/26 – a vital tool for forward-thinking, tax-efficient investors.
Liquidity is often overlooked, so we’ve dedicated an article to exploring the role of cash to enhance both flexibility and confidence when growing your wealth. This is followed by our thoughts on some important upcoming pension changes between now and 2027, reshaping expectations and opportunities for retirees.
Estate planning also takes centre stage, with a piece that demystifies Wills (whether you’re starting a legacy conversation or updating existing arrangements). Finally, our sixth piece highlights the pivotal role that life and income protection policies can play in preserving your long-term goals, especially when markets or health take unexpected turns.
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